Stephens Wealth Management Group

More Info

We at Stephens Wealth Management Group, an Independent Practice, work to earn your trust every day. Over our 40 years in business, we have fostered solid relationships with generations of families that continue today.

General Info

We take the time up front to allow you to get to know us as we learn more about you. Our collaborative team approach pulls together the expertise and resources to create a client experience customized to your needs and unique financial situation. Our advisors offer an extensive range of services that goes beyond what you might expect from the typical financial planner. Our clients are the center of our focus and the heart of our practice. We take enormous pride in serving as good stewards of our clients’ assets, and are committed to maintaining the highest standards of accountability and transparency. Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer. SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Email

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Services/Products

Financial Planning, Retirement Planning, Investment Management, Estate Planning, College Planning, Tax Planning, Cash Management & Lending, Charitable Giving, Insurance Planning, Investment Banking, Business Planning, Risk Management, Trust Services & Administration, Institutional Services

Other Link

http://www.stephenswmg.com

Category

Financial Planning Consultants

Reviews

Details

Phone: (810) 732-7411

Address: 5206 Gateway Ctr Ste 300, Flint, MI 48507

Website: http://www.stephenswmg.com